Overview
Skills and Attributes for Success:
– Prepare and review complex Form 1040 tax returns for High Net Worth Individual (HNI) clients, ensuring accuracy and compliance with federal and state tax laws.
– Knowledge about K-1’s (1065, 1120S ,1041) and grantor letter reporting.
– Preparation and review of State and Federal Summary.
– Research and interpret tax laws, regulations, and rulings to ensure compliance and optimize tax outcomes for clients.
– Training of team members and clients on regular Tax updates and announcements.
– Research, analysis and application of Tax rules, updates, and any change in tax policies.
– Preparation and review of estimates and extensions.
– Ensure maintenance of timelines and quality of deliverables Software’s: CCH Access, Adobe Acrobat.
Qualifications and Skills:
– Min 3-8 years of relevant work experience is required.
– Excellent written and verbal communication skills
– Seek opportunities for personal & professional development.
– A problem solver and a team player who loves to take initiative.
– Excellent customer service skills
– Impeccable mathematics skills
– Has a flexible and practical approach to work.
– Good communication skills and ability to coordinate with team and clients effectively.